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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,917 | $154,228-83.8% | $145,433-82.9% | $137,256-81.8% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 18.91% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,782 | $4,804-62.9% | $4,554-60.9% | $4,156-57.1% |
| Participant deferral / active EE | $2,227 | $8,216-72.9% | $7,897-71.8% | $6,407-65.2% |
| Admin fee / account holder | $2,375 | $14,344-83.4% | $13,129-81.9% | $12,270-80.6% |